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One option for clients to consider is municipal bonds, which offer tax-free yields.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

A net 80% of investors think America is the most overvalued region, analysts say.

The last time the percentage was greater was when the S&P 500 was near its previous peak before the financial crisis.

Aside from stocks, strong and consistent trends have been hard to come by this year.

Money’s not leaving the markets, but rather moving in an “old fashioned” rotation that favors value stocks and small-caps at the expense of tech.

ESG investing is one way to motivate young clients and boost their contributions.

Only four non-U.S. funds offer both a dividend focus and an expense ratio under 0.35%.